Guides for broker shops

Plain explanations of the parts of broker origination that software should handle, with sources.

Twelve requirements, from the 1003 to the Safeguards Rule, drawn from what lenders require at submission.

When the LE and CD are due and the earliest closing, with a worked example and the two kinds of business day.

What moves between systems with MISMO 3.4, what doesn't, and a low-risk way to switch.

What to weigh before your pipeline lives in a system owned by one lender.

Lender-provided, trial, and open source: why each is free, and the cost at five loan officers.

What open source changes for a broker shop, and what it doesn't.